Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,729 | $54,679-96.8% | $76,119-97.7% | $74,459-97.7% |
| Participation rate | 82.1% | 60.3%+21.8pp | 69.1%+13.0pp | 67.2%+14.9pp |
| Annual return | 47.07% | 31.90%+15.2pp | 361.25%-314.2pp | 1369.70%-1322.6pp |
| Employer contribution / active EE | $0 | $1,781-100.0% | $2,693-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,224 | $3,072-60.1% | $4,259-71.3% | $4,350-71.9% |
| Admin fee / account holder | $390 | $2,238-82.6% | $6,421-93.9% | $1,945-80.0% |